NWAG
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Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History

Net Worth Advisory Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Buy
5,184
+730
+16% +$87.1K 0.14% 162
2025
Q1 		$550K Buy
4,454
+27
+0.6% +$3.33K 0.17% 144
2024
Q4 		$504K Sell
4,427
-1,242
-22% -$142K 0.15% 172
2024
Q3 		$745K Buy
+5,669
New +$745K 0.22% 99